Keen On Retirement™

Here are three ways that seniors can pass on some valuable money life lessons to their grandchildren.

As we discuss on today’s show, history tells us that financial planning requires a delicate balance between making the most out of the present and laying the groundwork for success in the future.

On today's show, we discuss how to prevent your own estate from getting tangled in red tape and bad blood.

That's probably a big reason why October has a reputation for being the worst month for investing. But as we discuss on today's show, digging into the numbers and taking in the broader historical perspective reveals some more important lessons for investors who get spooked by volatility. We also bring that same long-term perspective to a couple questions our Keen Wealth clients have been asking recently.

At Keen Wealth Advisors, once we’ve created a financial plan for a client, we next work to determine the proper ratio between stocks, bonds, and emergency reserves they need to make that plan work. Our strategy of portfolio diversification, quantitative stock analysis, periodic adjustments, and short-term cash buckets for income needs is designed to help generate wealth for a family over decades, not days.

The pandemic closed a lot of doors in 2020. But for cybercriminals, business is always open. The more time folks spend socializing, working, shopping, and managing money online, the more sensitive data could be vulnerable to hacks and scams. Click on the wrong link or answer the wrong phone call and you could be at risk for significant financial loss or identity theft issues that can take weeks, months, or years to sort out.